Todd and Tedd will continue to run their own portfolios I think in a small way...however hopefully efforts will be concentrated on Apple type investments between the three of them that move he needle.

As we know WEB wants to focus on USA still so if I was in their position I'd draw up a list of the top 50 companies where a meaningful position could be taken and the criteria fit, moats etc and then review that watchlist regularly.

A meaningful position could be 5bn into a 30bn cap company or 50bn into a 1trn cap with a view to doubling your money (15%pa) over a 5 year horizon as the min hurdle rate.

T&T advising on intrinsic values / Outlook and Greg having final say and pressing the button

I don't think they need to do anything exceptionally clever or spectacular to achieve decent returns.

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